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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,440 | $106,247+131.0% | $96,515+154.3% | $139,466+76.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 13.71% | 38.47%-24.8pp | 35.73%-22.0pp | 373.66%-360.0pp |
| Employer contribution / active EE | $2,500 | $4,106-39.1% | $3,740-33.1% | $4,754-47.4% |
| Participant deferral / active EE | $2,500 | $5,456-54.2% | $4,880-48.8% | $6,712-62.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |